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Using Conditional Formatting in Text Mode

The standard interface builder provides a great range of flexibility when creating reporting elements to meet the needs in your organization. 

You can apply conditional formatting in a view by using the standard interface. 
For more information about applying conditional formatting to a view, see "Using Conditional Formatting in Views." 

Understanding Conditional Formatting in Text Mode

Text mode enables you to create more complex views, filters, groupings, and prompts by allowing you to use fields that are not available in the standard interface. 

For a complete list of all our reportable fields, see the "API Explorer." 

For more information about using text mode syntax, see "Understanding Text Mode."

You can also use text mode to format views in reports and lists. Using conditional formatting, you can change the views of your reports by changing the font type and background of the results in the report, as well as icons and flags. We recommend that you always build your views using the standard interface first and switch to the text mode interface only when absolutely necessary.  

NOTE Using CSS styling to customize conditional formatting is not supported. Instead, you must use the pre-designed formatting options that are available in Workfront.

Adding Conditional Formatting to Views

For more information about applying conditional formatting to a view in the standard builder interface, see "Using Conditional Formatting in Views." 

To add conditional formatting to a view in the text mode interface: 

  1. Go to a list of objects. 
  2. Expand the drop-down menu of a view to which you want to add conditional formatting.
  3. Click Customize View.
  4. Click the column in the view to which you want to apply conditional formatting.
  5. Click Switch to Text Mode.
  6. In the Show in this column: area click Click to edit text  
  7. Add the code samples provided in "Formatting Views Using Text Mode" at the bottom of the text in the column you selected.
  8. Click Save.
  9. Click Save View

Formatting Views Using Text Mode

You can add the following components to a column in a view to conditionally format it in text mode: 

Column Settings

You must be familiar with the text mode interface before you can add conditional formatting to your views. 

You can customize the following elements of a column when using conditional formatting in a view: 

Column Headers

To change the displayed column header, add the following code to your column: 

displayname= [Name of column]

For example, to name a column Project Owner, the text code would look like:

displayname=Project Owner

Formatting Dates

Dates can be configured to display in a variety of formats. To establish a date format, you must modify the valueformat line of the text mode code in the column.

valueformat= [new date format]

For example, if you wanted the Projected Completion Date to be displayed as MM/DD/YY the code would look like: 

valueformat=atDate
valuefield=projectedCompletionDate 

If you wanted to show the Planned Completion Date as Mth, DD, Year, the code would look like:

valueformat=mediumAtdate
valuefield=plannedCompletionDate

You can format dates using the following valueformat text mode values:

Format Example  valueformat=
MM/DD/YY 10/11/18
atDate
MM/DD/YY Time 10/11/18 12:00pm
longAtDate
MM/DD/YY 10/11/18
shortAtDate
Mth, DD, YR Oct, 11, 2018
mediumAtDate
DW, Mth, Day, YR Mon, Oct, 11, 2018
partialAtDate
DW, Mth, Day, YR Time Mon, Oct, 11, 2018 12:00 pm
fullAtDate

Formatting Numbers

You can format numeric values to display information that best suits your reporting needs. To modify the format of a numeric value, you must edit the valueformat line of your column. 

For example, if you wanted to display the Budget column as $1000, the value format line would look like:

valueformat=currencyStringCurrencyRounded
valuefield=budget

You can format numbers using the following values for the valueformat line of your column:

Example valueformat=
1234
doubleAsString
or
int
1,234
doubleAsInt
$1,234
currencyStringCurrencyRounded
1234.56
doubleAsDouble
$1,234.56
currencyStringCurrency
12%
doubleAsPercentRounded
12.34%
doubleAsPercent
(1,234.56)
doubleAsFinancial
(1,234)
doubleAsFiancialRounded

Column Rules

Column rules allow for the addition of images, color, formatting, and text overrides within a view. Column rules can be established independently or can contain multiple conditions for a column.

Conditional Formatting

A specific text mode statement must be applied when incorporating color or formatting text. 

Insert the following code in any column where you want to add conditional formatting to:

styledef.case.0.comparison.leftmethod= [field name]
styledef.case.0.comparison.lefttext= [field name]
styledef.case.0.comparison.righttext=[field value]
styledef.case.0.comparison.operator= [qualifier]
styledef.case.0.comparison.operatortype= [data type]
styledef.case.0.comparison.icon=false
styledef.case.0.comparison.truetext= 
styledef.case.0.comparison.trueproperty.0.name= [format option] 
styledef.case.0.comparison.trueproperty.0.value= [format style]

NOTES

  • The styledef.case.0.comparison.icon line is always false unless working with icons.
  • The styledef.case.0.comparison.truetext  line is always left blank until working with overwriting text.
  • The styledef.case.0.comparison.righttext line is blank when the qualifier is notblank.

For example, if we wanted to show the Company Name in green text on a project report, you can use the following code:

styledef.case.0.comparison.leftmethod=company:name
styledef.case.0.comparison.lefttext= company:name 
styledef.case.0.comparison.righttext= 
styledef.case.0.comparison.operator=notblank
styledef.case.0.comparison.operatortype=string
styledef.case.0.comparison.icon=false
styledef.case.0.comparison.truetext=
styledef.case.0.comparison.trueproperty.0.name=textcolor
styledef.case.0.comparison.trueproperty.0.value=03a219

NOTE While this statement could be applied to a Company Name column, it could also be applied to any other column on the report. Green text would only be displayed if the project had a Company associated with it. Remember the [field name], [value], and [qualifier] drive whether or not the conditioning ultimately displays on the column.

NOTE When working with qualifiers it is recommended to use cicontains rather than equal. By default, equal looks for ID numbers. Using the cicontains qualifier you can access items by their name. 

Whether Text Color, Alignment, Font Style, or Background Color are applied to a text mode, the same statement (shown above) is used. 

The following lines must be modified to reflect the corresponding formatting needed for the column:

styledef.case.0.comparison.trueproperty.0.name= [format option]
styledef.case.0.comparison.trueproperty.0.value= [format style]

Use the following tables to identify which lines need to be modified and what values you should specify to define the format style of your column:

Text Color Line: textcolor=
Black
000000
Dark Blue
0c6aca
Teal
1b878c
Green
03a219
Purple
6408c4
Grey
767676
Red
d30519
Yellow
e19503
Alignment Line: align=
Left alignment
left
Right alignment
right
Center Alignment
center
Font Line: fontstyle=
Bold
bold
Italic
italic
Background Color Line: bgcolor=
Teal
dcf6f7
Green
def6e2
Grey
e8e8e8
Blue
e8f1ff
Purple
e9def4
Red
eac6c9
Yellow
feecc8
White
ffffff

Multiple Conditional Formats

You can apply more than one formatting style to a statement. The core statement would remain unchanged and any additional formatting expressions would be added to the statement.

For example, using the earlier statement to include Company Name in green bolded text. The statement would be written using the following code:

styledef.case.0.comparison.leftmethod=company:name
styledef.case.0.comparison.lefttext= company:name
styledef.case.0.comparison.righttext=
styledef.case.0.comparison.operator=notblank
styledef.case.0.comparison.operatortype=string
styledef.case.0.comparison.icon=false
styledef.case.0.comparison.truetext= 
styledef.case.0.comparison.trueproperty.0.name=textcolor
styledef.case.0.comparison.trueproperty.0.value=03a219
styledef.case.0.comparison.trueproperty.1.name=fontstyle
styledef.case.0.comparison.trueproperty.1.value=bold

NOTE When including more than one conditional formatting expression, it is necessary to numerically identify each expression in the statement. Notice that expression 0 and expression 1 have been identified.

Applying Text 

If you want to replace the default values that populate in a column with a value of your choosing, it is possible when applying text to the column.

For example, on a project report, set the Planned Start Date column value to not display the planned start date for the project, but rather the text 'Not Today.' Use the following code for the Planned Start Date column:

case.0.comparison.leftmethod=plannedStartDate
case.0.comparison.lefttext=plannedStartDate 

case.0.comparison.righttext=2013-04-10T10:45:00:000 

case.0.comparison.operator=ne 
case.0.comparison.operatortype=date 
case.0.comparison.icon=false 
case.0.comparison.truetext=not today
styledef.case.0.comparison.leftmethod=plannedStartDate
styledef.case.0.comparison.lefttext=plannedStartDate 
styledef.case.0.comparison.righttext=2013-04-10T10:45:00:000 
styledef.case.0.comparison.operator=ne 
styledef.case.0.comparison.operatortype=date 
styledef.case.0.comparison.icon=false 
styledef.case.0.comparison.truetext=not today

NOTE: The lines that start with case.0. use case comparisons to identifying the use of text. The lines that start with styledef.case.0. are early conditional formatting statements where we identify the use of text through the truetext expression. Make sure to set truetext to a value, rather than leaving it blank.

Applying Row Formats

If you would like to apply a condition to the entire row, use the following code with your column code:

styledef.case.0.comparison.isrowcase=true

Applying Images  

Similarly to formatting with text, images can be used to display information in reports. Workfront has a number of built-in images to convey visual information in a report setting. To use images in the conditional formatting setting the following statement is needed:

image.case.0.comparison.leftmethod=[field name]
image.case.0.comparison.lefttext=[field name
image.case.0.comparison.righttext=[field value]
image.case.0.comparison.operator=[qualifier]
image.case.0.comparison.operatortype=[data type]
image.case.0.comparison.icon=true
image.case.0.comparison.truetext=

For example, on a project report, you want to build a column where you would show a frown face for every Planned Completion Date that does not equal to today's date. Use the following text mode code to add the icon to your column: 

image.case.0.comparison.leftmethod=plannedCompletionDate
image.case.0.comparison.lefttext=plannedCompletionDate
image.case.0.comparison.righttext=2013-04-10T13:00:00:000 
image.case.0.comparison.operator=ne 
image.case.0.comparison.operatortype=date
image.case.0.comparison.icon=true
image.case.0.comparison.truetext=/interface/images/v4_redux/icons/casebuilder/emoticon_frown.gif

NOTE Notice that the statement uses the icon=true expression. This statement is also different from other conditional formatting statements in that it does not use the style.def format, but rather a unique image format. 

To use the images available, apply the following code and values:

Icon Line: image.case.0.comparison.truetext=
Frown Face 
=/interface/images/v4_redux/icons/casebuilder/emoticon_frown.gif
Happy Face 
=/interface/images/v4_redux/icons/casebuilder/emoticon_smile.gif 
Blue Flag 
=/interface/images/v4_redux/icons/casebuilder/flag_blue.gif 
Green Flag 
=/interface/images/v4_redux/icons/casebuilder/flag_green.gif
Red Flag 
=/interface/images/v4_redux/icons/casebuilder/flag_red.gif
Yellow Flag 
=/interface/images/v4_redux/icons/casebuilder/flag_yellow.gif
Black Circle 
=/interface/images/v4_redux/icons/casebuilder/light_black.gif 
Blue Circle 
=/interface/images/v4_redux/icons/casebuilder/light_blue.gif 
Grey Circle 
=/interface/images/v4_redux/icons/casebuilder/light_grey.gif 
Green Circle 
=/interface/images/v4_redux/icons/casebuilder/light_green.gif 
Orange Circle 
=/interface/images/v4_redux/icons/casebuilder/light_orange.gif 
Pink Circle 
=/interface/images/v4_redux/icons/casebuilder/light_pink.gif 
Purple Circle 
=/interface/images/v4_redux/icons/casebuilder/light_purple.gif 
Red Circle 
=/interface/images/v4_redux/icons/casebuilder/light_red.gif
White Circle 
=/interface/images/v4_redux/icons/casebuilder/light_white.gif 
Yellow Circle 
=/interface/images/v4_redux/icons/casebuilder/light_yellow.gif

Conditionally Formatting a valueexpression

To display a calculated value in a column, you can replace the valuefield line of code in the column with a valueexpression. A calculated value allows you to display a new value for an objects based on the calculation between two existing fields on that same object. 
For more information about valueexpressions, see "Understanding Text Mode."

You cannot conditionally format a column which contains a valueexpression line of code. 
Instead, you can add a Calculated Custom Field to a Custom Form and associate it with the objects you are displaying in the report. Then, you can conditionally format the columns displaying this field. 

For more information about Calculated Custom Fields, see "Using Calculated Custom Data."

This article last updated on 2018-08-28 21:15:48 UTC